Category: Contact and Relationship Management

A given individual today might have four or more phone numbers; two to three email addresses; as well as separate mailing addresses for home, work, and one or more satellite offices. It can be difficult to track all this data on a business card or in a paper format. It is recommended to have an electronic system or application to manage contacts and relationships.

Electronic systems offer a number of benefits over collecting and filing business cards. Often when we receive business cards, they end up scattered in a desk drawer or consolidated into a big stack. When we need that data, it is difficult to access or use. Relationships are a powerful tool in today’s business world. Utilizing your contacts as resources and potential sales maximizes your business potential. After you enter business and contact information into an application, you have the power to market and utilize these contacts fully through mailings and email.

Here are some contact management application and app recommendations:

Productivity Applications

Microsoft Outlook: Most workers already have Microsoft Outlook installed on their systems. The folder ‘Contacts’ is where contact information can be entered to sync with most mobile devises.

ACT! : One of the market leaders for small and medium sized businesses, this productivity tool, was designed around contact records that manages calendar and tasks lists as well.

Mac Address Book: Mac has their own internal contact management application that syncs seamlessly with all other apple products.

·Gmail Contacts: Google’s application to manage contact and business cards. The beauty with Google is that it syncs with almost all mobile devises and is cloud-based accessible. Easy to use but not a lot of contact management functionality.

Outlook 3rd Party Tools

Copy2Contact: This is a third party Microsoft Outlook plug that converts signatures into new contacts automatically.

CamCard: This mobile devise application takes a picture of a business card and then translates into text and exports into Excel, Outlook or the primary address book on the mobile device.

CardScan: The leading card scanning equipment and software in the market. The system scans in business cards and then exports them into a wide variety of productivity and contact management systems. Great, system for those individuals who have lots of business cards that need to get entered electronically.

Contact Sync

·Plaxo: A web-based contact management tool that has been in the market place for awhile and now interacts with other platforms such as Outlook, Apple and Gmail. It will email your contacts for updated contact information usually annually or per request.

A given individual today might have four or more phone numbers; two to three email addresses; as well as separate mailing addresses for home, work, and one or more satellite offices. It can be difficult to track all this data on a business card or in a paper format. It is recommended to have an electronic system or application to manage contacts and relationships.

Electronic systems offer a number of benefits over collecting and filing business cards. Often when we receive business cards, they end up scattered in a desk drawer or consolidated into a big stack. When we need that data, it is difficult to access or use. Relationships are a powerful tool in today’s business world. Utilizing your contacts as resources and potential sales maximizes your business potential. After you enter business and contact information into an application, you have the power to market and utilize these contacts fully through mailings and email.

Here are some contact management application and app recommendations:

Productivity Applications

Microsoft Outlook: Most workers already have Microsoft Outlook installed on their systems. The folder ‘Contacts’ is where contact information can be entered to sync with most mobile devises.

ACT! : One of the market leaders for small and medium sized businesses, this productivity tool, was designed around contact records that manages calendar and tasks lists as well.

Mac Address Book: Mac has their own internal contact management application that syncs seamlessly with all other apple products.

·Gmail Contacts: Google’s application to manage contact and business cards. The beauty with Google is that it syncs with almost all mobile devises and is cloud-based accessible. Easy to use but not a lot of contact management functionality.

Outlook 3rd Party Tools

Copy2Contact: This is a third party Microsoft Outlook plug that converts signatures into new contacts automatically.

CamCard: This mobile devise application takes a picture of a business card and then translates into text and exports into Excel, Outlook or the primary address book on the mobile device.

CardScan: The leading card scanning equipment and software in the market. The system scans in business cards and then exports them into a wide variety of productivity and contact management systems. Great, system for those individuals who have lots of business cards that need to get entered electronically.